Graduate Student Managed Investment Funds
Nancy Chambers Underwood Graduate Fund
Established in 1972, the $9 million Nancy Chambers Underwood Graduate Fund is one of the nation's oldest student-managed investment portfolios. Managed through the Graduate Practicum in Asset and Wealth Management course (4 credit hours), the Fund follows an equity long-only investment strategy, giving students hands-on experience in equity research, valuation, and portfolio management within a real-world investment setting.
Student stock picks, Fall 2024 semester:
| Sector |
Security |
| Communication Services |
Alphabet |
| Consumer Discretionary |
Lululemon Athletica |
| Consumer Staples |
Keurig Dr Pepper |
| Energy |
Exxon Mobil Corp |
| Financials |
Cambridge Financial |
| Healthcare |
Abbott Laboratories |
| Industrials |
RTX Corp |
| Information Technology |
QualComm |
| Materials |
Martin Marietta Materials |
| Real Estate |
American Tower Corp |
| Utilities |
Essential Utilities |